A CERTIFIED FINANCIAL PLANNER™ with over 17 years in the financial industry, Ryan cherishes the personal relationships he develops with clients and the chance to make a positive impact on their lives. He enjoys helping people and is a problem-solver at heart. After years of learning and growing, Ryan is proud to offer a commonsense approach to client relationships, placing their best interests first.
Ryan attended Saint Mary’s College of California, graduating with a Bachelors of Science in Business Administration. In addition to his CFP® designation, Ryan holds Series 7 and 66 licenses, as well as Life and Heath Insurance licenses through LPL Financial.
Beyond work, Ryan stays busy running, biking, hiking, weightlifting, cooking, and traveling. He enjoys spending time with his wife, Lauren, and their three children, Aria, Evan, and Cora, as well as their dog, Rusty, and cat, Milo.